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Planning Your Future

Planning Your Future

Are you prepared to face retirement without any financial concerns? Have you adequately planned for your child's college education? Find out what our experts have to say about planning for the future - and what you can do to help prepare for all it may hold.

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The Internal Hidden Rate of Return of Estate Planning  
Updated: 01/01/2013
Maximize your investments by using the best vehicles to own them.

The Evolution of Wealth Management  
Updated: 01/01/2013
Todays holistic approach to managing client affairs reflects a paradigm shift from transactions to relationships.

Strategies for Successfully Marrying Your Finances  
Updated: 01/01/2013
Couples about to wed should devise a plan for addressing money matters before the nuptials take place.

Preempt Marital Strife with a Prenuptial Agreement  
Updated: 01/01/2013
Before you say I do, consider the benefits of a prenuptial agreement.

Planning for Individuals With Disabilities  
Updated: 01/01/2013
Ensure the future care of your disabled loved ones with proper planning and a knowledge of services available.

Intrafamily Loans: A Timely Wealth Transfer Strategy  
Updated: 01/01/2013
Low interest rates make this an excellent moment to shift assets to your heirs.

How to Structure Wealth As Your Child Applies for College  
Updated: 01/01/2013
Consider these potential strategies to increase the amount of financial aid for your childs education.

Guardianship Services for the Elderly  
Updated: 01/01/2013
As life expectancies increase, so does the need for specialized care.

Communicating with Your Children about Responsible Financial Values  
Updated: 01/01/2013
How can you, as a parent, instill the importance of saving in your children?

Case Study: Prenuptial Agreements and Todays American Family  
Updated: 01/01/2013
How can todays complex families create a financially and legally sound union?

Best Places to Retire: The New Criteria  
Updated: 01/01/2013
Todays retirees are facing new considerations when selecting a post-retirement residence.

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